YTD without a date column

[yaman123]

Hi all, 

I need help with creating a measure which will give me the YTD value without a date column. 

I have a measure which calculates the budget per category

Total Budget Values = SUMX(VALUES(FM_COST_CENTRE_REPORT_PBI[CATEGORY]),CALCULATE(MAX(FM_COST_CENTRE_REPORT_PBI[BUDGET_VALUE])))

I have a accounting period column which is used as a slicer to select the period to report on. 

I need to be able to select a period and the budget should calculate the YTD value for that category. 

E.g if i select period 4, the category IT should have a total value of 2000 as this sums periods 1,2,3 and 4. 

Any help is appreciated! 

TIA

[Anonymous · Accepted solution]

@yaman123 

You can create a separate distinct table to use the period as the slicer, then create a measure to get expected value.

Period = DISTINCT('Table'[Period])

Measure = CALCULATE(SUM('Table'[Budget Value]),FILTER(ALLSELECTED('Table'),[Category]=MAX([Category]) && [Period]<=SELECTEDVALUE(Period[Period])))

Paul Zheng _ Community Support Team
If this post helps, please Accept it as the solution to help the other members find it more quickly.

[FarhanAhmed]

Can you please share some sample data for your requirement along with desired results?

[yaman123]

Hi @FarhanAhmed 

I am hoping this makes sense. 

In yellow is what i expect. It should give me the YTD total per category when i select a account period from a slicer. E.g if i select account period 4, the total for consultancy is 600 and for IT costs is 120000. 

[FarhanAhmed]

Try something like this.

_YTD = CALCULATE(SUM('YTD'[Budget]),FILTER(ALLEXCEPT('YTD','YTD'[Category]),'YTD'[PeriodID]<=MAX('YTD'[PeriodID])))